FOX Creates Online Wealth Center Platform
15 May 2012
Family Office Exchange has created the FOX Wealth Center in an effort to help support the needs of investors and high net worth families in managing family wealth. The online platform is designed to Read more…
Wealth Management Industry Overlooking Advantages of Tablet Devices, Says New Research
03 May 2012
Organizations in the wealth management and corporate banking sectors have yet to realize the potential for “easy and enjoyable” content consumption represented by tablets, claims new research from technology analysts Ovum. Ovum stressed that a Read more…
Fidelity Creates Info Central Web Hub
03 April 2012
Fidelity Family Office Services has created a Web hub for high net worth families and family offices, dubbed Insights and Connections. The online resource houses a referral and networking services as well as a research Read more…
Private Banking and Social Media: More Fumbling than Rumbling
15 March 2012
Forty-three out of 100, that is the average points score awarded to 50 of the world’s leading private banks and wealth managers when examined on their social media presence. Assetinum.com, a Swiss-based independent information Read more…
New Partnership Brings Institutional Level Investment Information to Small and Mid-Sized Wealth Managers
15 March 2012
In response to the growing need for better technology solutions within the wider wealth management market, Informa Investment Solutions has partnered with Rocaton Investment Advisors to launch a new front-office wealth management platform called Read more…
Fund Administrator Looking to Build its Presence in North American and European Family Office Market
23 February 2012
Viteos Fund Services has extended its operational service capability to the family office segment. The company, a US-headquartered fund administration, outsourced middle office solutions and consulting provider to the asset management market, now plans Read more…
Risk Control Strategies Acquires Communication Security and Biometrics Solutions Outfit
21 February 2012
Risk Control Strategies has acquired communication security and biometric solutions firm Data Securities. The acquisition strengthens RCS’ service offerings in the growing areas of information and communication security. “Data Securities merge with RCS will complete Read more…
Crowdfund the Campaign
31 January 2012
“Crowdfund the campaign to get the word out.” This was one several requests Republican Sen. Patrick McHenry of North Carolina made to a packed crowd at The Soho Loft’s TSL Capital Creation and Crowdfunding Read more…
Social Media Sweeps Financial Advisor Community, Yet Little Returns Reaped So Far
19 January 2012
Social media has swept through the financial advisor community, even surpassing email. Yet, the financial community still has yet to reap real returns from it, according to research by LinkedFa, a social network for Read more…
A Sturdy Handshake Still Goes a Long Way
12 January 2012
In the June 1970 edition of Popular Science magazine, famed British sci-fi writer (he penned 2001: A Space Odyssey), inventor, and evidently all-around futurist, Sir Arthur C. Clarke made this prediction: satellites would one Read more…